Looking to the Next Generation: Helping Guide the Transfer of Wealth – Schafer Cullen – 3.3.23

Summary:

Now On Demand

The role of the advisor in this new era is complicated. We are called upon to facilitate a process of empowerment and readiness for effective wealth transfer from one generation to the next. These skills are essential to ensure confidence and financial well-being for the rising generation.

This webcast will explore some helpful skills and strategies for advisors to implement with their client families.

Speakers:

Jeff Strese is an Organizational Development Consultant and Executive Coach focusing on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years experience working across industries in the areas of leadership development, organizational effectiveness and family dynamics. He holds certifications in family wealth and family business advising (CFWA, CFBA).

Jeff is passionate about helping family businesses and organizations create clarity out of the complex and inspiring leaders from all backgrounds to develop and master critical skills like coaching, communication and emotional intelligence. He has developed innovative programs to guide next-generation leaders to reach their full potential in a fast-paced, global economy.

Jeff has served as Chief Talent and Learning Officer (CTLO) at Tolleson Wealth Management, a multi-family office serving client families across the country. Prior to his role at Tolleson, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU). He has taught both undergraduate and graduate level courses as an Adjunct Faculty member in SMU’s Cox School of Business. He currently serves as Academic Director for an award-winning leadership development program in SMU’s Executive Education Program.

Early in his career, he held a private practice in marriage and family counseling as a Licensed Professional Counselor (LPC) before transitioning into organizational development and executive coaching. He is currently a member of the Teach For America – DFW Advisory Board and Executive Committee.

Jeff is based in Dallas, Texas. He is married with two adult children and enjoys music, traveling and cooking.

Cathy joined Schafer Cullen Capital Management, Inc. in 2006 and currently serves as Vice President. She is responsible for Client Services and Business Development for the West Coast. She holds a Certified Investment Management Analyst (CIMA®) designation as well as Certified Fund Specialist (CFS®) designation.